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Catamount Wealth Management’s LSI Industries LYTS Stock Holding History

Catamount Wealth Management’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-275
Closed -$2K – 197
2017
Q2 		$2K Buy
+275
New +$2.49K ﹤0.01% 160

Other funds holding LYTS

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Catamount Wealth Management's LYTS Position: Q3 2017 in Review

Catamount Wealth Management sold out of LSI Industries (LYTS) in Q3 2017, closing a stake of 275 shares — an estimated $2K sold.

Catamount Wealth Management first reported a position in LYTS in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 89 funds tracked by Wall St. Rank hold LYTS as of Q3 2017.

  • Catamount Wealth Management reported no remaining LSI Industries position as of Q3 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 275 LSI Industries shares in Q3 2017, an estimated $2K.
  • Catamount Wealth Management first reported a position in LSI Industries in Q2 2017 and held it in 1 quarter.
  • Catamount Wealth Management's LSI Industries position peaked at $2K in Q2 2017.
  • 89 funds tracked by Wall St. Rank held LSI Industries as of Q3 2017.

Based on Catamount Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.